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HSSIX: Emerald Banking and Finance Instl (MUTUAL FUND)
Basic Info 50.38 1.99(4.11%) May 14
| Asset Class: | Financial |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 03/20/2012 |
| Last Dividend Date: | 04/25/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.54% |
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Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.8 | 24.0 | 138.2 | 9.3 | 16.4 | 16.0 | 12.3 | 21.5 | -19.3 | 12.9 | 28.5 | 15.0 | 7.5 | 44.1 | 9.8 |
| SR | NA | 2.03 | 4.06 | 0.26 | 0.57 | 0.7 | 0.25 | 1.38 | -1.35 | 0.82 | 1.51 | 1.0 | 0.6 | 3.98 | 0.95 |
| DD(%) | NA | 15.4 | 15.4 | 54.2 | 54.2 | 54.2 | 48.8 | 9.9 | 30.4 | 8.4 | 16.8 | 8.7 | 9.4 | 4.4 | 7.2 |
| SD(%) | NA | 39.5 | 34.0 | 32.8 | 27.3 | 22.2 | 47.8 | 14.6 | 15.2 | 15.1 | 18.7 | 15.0 | 12.5 | 11.1 | 13.4 |
| TR | NA | 0.74 | 1.5 | 0.1 | 0.19 | 0.19 | 0.14 | 0.25 | -0.32 | 0.12 | 0.3 | 0.19 | 0.09 | 0.65 | 0.17 |
| Alpha(%) | NA | -0.04 | 0.13 | 0.0 | 0.01 | 0.02 | 0.06 | -0.01 | -0.05 | -0.02 | 0.02 | 0.06 | -0.01 | 0.07 | 0.03 |
| Beta(%) | NA | 1.09 | 0.92 | 0.84 | 0.84 | 0.83 | 0.83 | 0.8 | 0.64 | 1.02 | 0.95 | 0.79 | 0.85 | 0.68 | 0.73 |
| RS | NA | 0.32 | 0.54 | 0.61 | 0.63 | 0.65 | 0.69 | 0.7 | 0.62 | 0.76 | 0.83 | 0.74 | 0.67 | 0.7 | 0.8 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/20/2012
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